Financial Services Advisor

4 days ago

Greater Sudbury, Canada Desjardins Full time

As a financial services advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent and high-net-worth

Signature Service Ontario

members and clients. You offer banking products and services consistent with the strategies and solutions developed by the wealth management advisor. You serve as a debt management and financing expert advisor. You offer financial services and provide advice on everyday financial transactions. You work closely with wealth management advisors and account managers at the Desjardins Business centre. You serve as a partner and support business relationships with clients. Interpersonal savvy is therefore essential. You offer premium support to members and clients. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. You are attentive to member/client needs. You act on opportunities and advise and assist members and clients to help them get the most out of new technology and distribution channels. You are mindful of their interests and satisfaction. More specifically, you will be required to:
- Identify current and potential needs, with a focus on growing the wealth of members and clients.- Identify and analyze member and client needs, and offer personalized advice regarding financing and everyday financial solutions.- Analyze, answer, handle and follow up on member/client queries about banking services.- Stay on top of the latest standards, products and services in your field.- Help carry out a range of promotional activities including speaking events, information sessions and other special events.- Negotiate credit conditions in accordance with risk management and profitability standards.- Be familiar with Desjardins's digital solutions and help members and clients use them by providing information and assistance.- Contribute to Desjardins's business development objectives by ensuring the in-transfer and development of new business with Signature Service clients.

What we offer*- Competitive salary and annual bonus- 4 weeks of flexible vacation starting in the first year- Defined benefit pension plan that provides predictable, stable income throughout retirement- Group insurance including telemedicine- Reimbursement of health and wellness expenses and telework equipment

What you bring to the table- College diploma in a related field- A minimum of three years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Mutual fund representative certificate from the Ontario Securities Commission

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

LI-Hybrid

Trade Union

Non-unionized

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date

2024-12-5

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